SourcingSourcing

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

B57
CRD 147982·SEC 801-113160·CAMP HILL, PA
AUM
$116.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$349K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD
147982
SEC file #
801-113160
EIN
—
DBA names
—

Economics

AUM
$116.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$238.6M → $116.4M▼ -51%
Client mix
Individuals Other212
Individuals High Net Worth25
Corporations3
Charitable Organizations1
State Or Municipal Govt1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CAMP HILL PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
asrpc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEISTAND, STACY, STEPHEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HEISTAND, STACY, STEPHEN
Macut, Keaton, Tyler
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ASRPC.COM
Rdap Domain Creation Date
2008-09-16T16:06:09Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T16:06:09Z
Rdap Domain Last Changed
2025-11-24T15:22:49Z
Rdap Nameservers
Dilbert.ns.cloudflare.comZainab.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3000436
Trust Company Affiliate
No

People (5)

5
Macut, Keaton, Tyler
IAR · Direct Owner · 37.5%
7027759
HEISTAND, STACY, STEPHEN
IAR · Direct Owner · 37.5%
3000436
Moody, Neil, Joseph
Direct Owner · 7.5%
7291004
WILLIAM I. WRIGHT
IAR
6535348
CLARK GREGORY FRESE
IAR
214135